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Certent Equity Management Logo

Enterprise Class Equity Management & Reporting Software

Table of Contents

Certent Equity Management - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: December 2025

Certent Equity Management overview

What is Certent Equity Management?

Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk.

Equity Administration

Streamline the entire equity process from grant processing through to exercise and settlement.

Equity Financial Reporting

Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform.

Broker & HR Payroll Connectors

Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database.

Equity Compensation Services

Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs.

Cap Table Management

Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications.

Key benefits of using Certent Equity Management

•Transmit information seamlessly between existing data sources.

•Your choice of broker and payroll providers

•Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant

•Self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement

•Ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements

•Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting"

Starting price


Alternatives

with better value for money

Certent Equity Management’s user interface

Ease of use rating:

Certent Equity Management pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(1)
3-4(32)
5(52)

What do users say about Certent Equity Management?

Users say Certent Equity Management offers responsive and knowledgeable customer support, with dedicated account managers providing timely assistance and frequent communication. They appreciate the continuity and reliability of the service team, though some mention slower response times and limited self-service options for administrators.

Reviewers indicate the platform is user-friendly and simplifies equity management tasks, with robust reporting tools that streamline financial processes. They find reporting highly customizable and efficient, but note some reports require manual adjustments and initial setup can be complex. Most feel the system saves time and reduces errors in compliance and financial reporting.

Select to learn more


Who uses Certent Equity Management?

Based on 85 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Biotechnology
Banking
Consumer Goods
Alternative Medicine
Others

Use cases

Equity Management
Compensation Management
Fund Accounting
Investment Management

Certent Equity Management's key features

Most critical features, based on insights from Certent Equity Management users:

Reporting & statistics
Vesting management
Real-Time data
Real-Time analytics
Audit trail
Cap table management

All Certent Equity Management features

Features rating:

Activity tracking
Real-Time reporting
Grant management
Employee reward programs
Data import/export
Compliance management
Document storage
Incentive management
Activity dashboard
Alerts/Notifications
Reminders
Compensation statements
Public equity
Investor reporting
Market data analysis
Private equity
Reporting/Analytics
Financial reporting
Deal management
Compensation plan modeling
Budget management
Audit management
API
Accounting

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Certent Equity Management pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Certent Equity Management price and value

Value for money rating:

To see what individual users think of Certent Equity Management's price and value, check out the review snippets below.

“Overall, it seems like a powerful but complex tool. People appreciate its ability to handle intricate stock plans and the knowledgeable customer support team (often described as "equity experts").”
JO

Joshua O.

Teacher

“The reporting is excellent and it is very easy software to work with. The customer support is accessible and the response time is good.”
JB

James B.

Sr. Director SEC Reporting

Certent Equity Management integrations (2)

Integrations rated by users

We looked at 85 user reviews to identify which products are mentioned as Certent Equity Management integrations and how users feel about them.

Integration rating: 5.0 (1)

Other top integrations

Certent Equity Management customer support

What do users say about Certent Equity Management customer support?

Customer support rating:

We analyzed 42 verified user reviews to identify positive and negative aspects of Certent Equity Management customer support.

A significant portion of users highlight the customer support team's responsiveness and quick resolution of issues.

A fair number of users appreciate having dedicated account reps who are accessible, knowledgeable, and proactive.

Multiple users value the continuity and strong working relationships established with support staff over time.

A number of users mention the team's willingness to provide creative solutions and adapt to unique company needs.

Support options

Email/help desk
Phone support
Faqs/forum
Knowledge base

Training options

Webinars
Documentation
Videos

To see what individual users say about Certent Equity Management's customer support, check out the review snippets below.

“The Certent Support team has been fantastic helping us setup and use some of their standard features in an "outside of the box" way that fits our company's needs, and our account rep Katie Avila could not be more accessible or responsive when we have questions or need help with creative solutions!”

MW

Mary W.

Vice President of Administration

“Our customer service rep [sensitive content hidden]always responds to our questions timely and let us know when he will be away and ensures there is a backup to help us.”

AH

Amy H.

Director

“Additionally, the customer support team is responsive and knowledgeable, assisting with timely resolutions to queries.”

AS

Anouar S.

blogger

Certent Equity Management FAQs

Q. What type of pricing plans does Certent Equity Management offer?

Certent Equity Management has the following pricing plans:
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Certent Equity Management?

Certent Equity Management has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Certent Equity Management support?

Certent Equity Management supports the following languages:
English


Q. Does Certent Equity Management offer an API?

No, Certent Equity Management does not have an API available.


Q. What other apps does Certent Equity Management integrate with?

Certent Equity Management integrates with the following applications:
Microsoft Excel


Q. What level of support does Certent Equity Management offer?

Certent Equity Management offers the following support options:
Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base

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